Civic Intelligence

Vermont Student Development Fund Inc.

990 • Fiscal year 2014 • EIN 03-0367034

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 07, 2014

Organization Profilewww.vermontscholarshipfund.org
PO Box 2000Winooski, VT 05404

(802) 654-3714

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.56x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

1.12x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$277,428

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

49th percentile

3.1%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

2.2%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$10,508,182

Up $317,431 (+3.1%) from 2013

Net Assets

Up

$4,639,053

Up $672,400 (+17%) from 2013

Liabilities

Down

$5,869,129

Down $354,969 (-5.7%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin48th percentile

Revenue

Up

$5,255,227

Up $114,843 (+2.2%) from 2013

Expenses

Up

$5,126,407

Up $140,469 (+2.8%) from 2013

Net Income

Down

$128,820

Down $25,626 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,538,709Liabilities 2011: $6,166,820Net Assets 2011: $3,371,8892011Assets 2012: $9,627,079Liabilities 2012: $6,124,425Net Assets 2012: $3,502,6542012Assets 2013: $10,190,751Liabilities 2013: $6,224,098Net Assets 2013: $3,966,6532013Assets 2014: $10,508,182Liabilities 2014: $5,869,129Net Assets 2014: $4,639,0532014Assets 2015: $10,183,434Liabilities 2015: $5,430,126Net Assets 2015: $4,753,3082015Assets 2016: $11,346,481Liabilities 2016: $6,614,042Net Assets 2016: $4,732,4392016Assets 2017: $11,871,009Liabilities 2017: $6,478,754Net Assets 2017: $5,392,2552017Assets 2018: $12,232,303Liabilities 2018: $6,180,157Net Assets 2018: $6,052,1462018Assets 2019: $14,300,089Liabilities 2019: $7,768,445Net Assets 2019: $6,531,6442019Assets 2020: $16,135,276Liabilities 2020: $8,193,370Net Assets 2020: $7,941,9062020Assets 2021: $18,078,140Liabilities 2021: $8,343,341Net Assets 2021: $9,734,7992021Assets 2022: $17,468,961Liabilities 2022: $8,558,338Net Assets 2022: $8,910,6232022Assets 2023: $21,466,171Liabilities 2023: $11,421,366Net Assets 2023: $10,044,8052023Assets 2024: $25,220,619Liabilities 2024: $12,734,240Net Assets 2024: $12,486,3792024Assets 2025: $24,646,852Liabilities 2025: $10,867,277Net Assets 2025: $13,779,5752025

Highlighted filing

2014

Assets$10,508,182
Liabilities$5,869,129
Net Assets$4,639,053
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2011: $5,824,0202011Expenses 2012: $5,616,1972012Revenue 2013: $5,140,384Expenses 2013: $4,985,938Net Income 2013: $154,4462013Revenue 2014: $5,255,227Expenses 2014: $5,126,407Net Income 2014: $128,8202014Revenue 2015: $6,520,733Expenses 2015: $5,679,855Net Income 2015: $840,8782015Revenue 2016: $6,075,229Expenses 2016: $5,977,627Net Income 2016: $97,6022016Revenue 2017: $6,327,939Expenses 2017: $5,687,099Net Income 2017: $640,8402017Revenue 2018: $5,401,555Expenses 2018: $4,967,913Net Income 2018: $433,6422018Revenue 2019: $5,616,274Expenses 2019: $5,443,508Net Income 2019: $172,7662019Revenue 2020: $7,061,675Expenses 2020: $5,999,387Net Income 2020: $1,062,2882020Revenue 2021: $7,934,039Expenses 2021: $7,494,261Net Income 2021: $439,7782021Revenue 2022: $10,359,436Expenses 2022: $9,623,959Net Income 2022: $735,4772022Revenue 2023: $10,461,793Expenses 2023: $9,952,137Net Income 2023: $509,6562023Revenue 2024: $13,719,701Expenses 2024: $13,162,279Net Income 2024: $557,4222024Revenue 2025: $17,494,764Expenses 2025: $16,807,150Net Income 2025: $687,6142025

Highlighted filing

2014

Revenue$5,255,227
Expenses$5,126,407
Net Income$128,820
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$5,419,943
Mission and Program Overview

Mission

The Vermont Scholarship Fund is a 501(c)(3) charitable affiliate of the Vermont Student Assistance Corporation. Our mission is to provide scholarships to Vermonters through gifts from individual donors and philanthropic sources. Together with our donors, we make it possible for more Vermonters to aim higher, go further, and build something better-for themselves, for their family, for their community, and for our shared world. We partner closely with our donors to create scholarship funds that reflect their personal and philanthropic values as well as their financial goals-so they can help open the doors to higher education for others. We administer all scholarships through VSAC, with ongoing support that makes managing a scholarship easy. VSAC currently administers almost $5.8 million in scholarships to some 3,000 Vermonters each year.

The mission of the Vermont Student Development Fund is to seek, invest and maintain monetary and other support for scholarships and other financial assistance to individuals seeking a post secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,419,690$6,196,228▼ $223,462
Investments in Publicly Traded Securities$3,750,559$4,292,918▲ $542,359
Savings and Temporary Cash Investments$20,502$17,886▼ $2,616
Total Assets$10,190,751$10,508,182▲ $317,431
Other Assets Total-$1,150-
Liabilities
Deferred Revenue$6,224,058$5,869,129▼ $354,929
Other Liabilities$40--
Total Liabilities$6,224,098$5,869,129▼ $354,969
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,966,653$4,639,053▲ $672,400
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,966,653$4,639,053▲ $672,400
Total Liabilities and Net Assets / Fund Balance$10,190,751$10,508,182▲ $317,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,724,528$115,295▲ $663,394$0$5,295,453
2012$4,327,815$102,756▲ $432,370$0$4,724,528
2011$4,266,825$189,125▲ $29,165$0$4,327,815
2010$3,965,986$53,127▲ $479,363$0$4,266,825
2009$3,647,054$261,002▲ $253,088$0$3,965,986
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Dorothy R MitchellChair
David R CoatesChair Audit Committee
Michael K SmithChair Finance Committee
G Dennis O'BrienChair Human Resources Committee
David LarsonSecretary & Chair Corporate Governance Committee
Donald R VickersPresident & CEO
Scott A GilesPresident and CEO
Martha P HeathVice Chair & Chair Programs & Services Committee
Partick J LaducVice President and CIO
Marilyn J CargillVice President of Financial Aid Services and Research
Ann E CummingsDirector
Beth PearceDirector
Katherine B HutchinsonDirector
Pamela A ChisholmDirector
Virginia Cole-LevesqueDirector
Thomas A LittleVP & General Counsel
Michael R StuartVP Finance & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$5,135,413
Program Service Revenue
$0
Investment Income
$119,814
Other Revenue
$0
All Other Contributions
$3,031,912
Change in Net Assets
$128,820

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,255,227
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$543,581
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$5,798,808
Total Revenue per Form 990
$5,255,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,126,407
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,126,407--$5,126,407
Total Functional Expenses$5,126,407$0$0$5,126,407

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,126,407
Total Expenses per Audited Statements$5,126,407
Total Expenses per Form 990$5,126,407
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“For the year ending 6/30/2014 the governing body of VSDF did not review the form 990 prior to filing. This return was prepared by senior accounting staff. It was reviewed by the Vice President of Finance-CFO and Vice President-Legal Counsel. It was made available to the Audit Committee of the Board of Directors prior to filing, and it was approved by this committee.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis each Board member and officer is required to complete a questionnaire disclosing any relationships which might conflict with the Company's policy regarding Conflicts of Interest. In the event such a conflict were to exist, the Company would conduct a follow-up investigation and take appropriate steps to insure that the conflict relationship did not continue or persist.”

Form 990, Part VI, Section C, Line 19

“VSDF is governed by the policies and decisions of Vermont Student Assistance Corporation and is a component unit of it. Consequently the financial statements of VSDF are consolidated with those of VSAC. The consolidated audited financial statements of VSAC are available on the website www.vsac.org. VSAC and VSDF's governing documents and conflict of interest policy are public records of the State of Vermont and are available upon request.”

Filing and Contact Details

Filer

EIN
03-0367034
Phone
8026543714

Signing Officer

Name
Michael Stuart
Title
CFO/VP of Finance
Phone
8026543770
Signed
2014-10-07

Organization Details

Principal Officer
Scott Giles
Formed
2000
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The organization's endowment funds are used as directed by the donors to hold, invest and provide scholarships for the higher education of Vermont students.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Martha P Heath
IRS990/Form990PartVIISectionAGrp/PersonNm2David Larson
IRS990/Form990PartVIISectionAGrp/PersonNm3Pamela A Chisholm
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IRS990/Form990PartVIISectionAGrp/PersonNm7Katherine B Hutchinson
IRS990/Form990PartVIISectionAGrp/PersonNm8G Dennis O'Brien
IRS990/Form990PartVIISectionAGrp/PersonNm9Beth Pearce
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael K Smith
IRS990/Form990PartVIISectionAGrp/PersonNm11Donald R Vickers
IRS990/Form990PartVIISectionAGrp/PersonNm12Scott A Giles
IRS990/Form990PartVIISectionAGrp/PersonNm13Thomas A Little
IRS990/Form990PartVIISectionAGrp/PersonNm14Michael R Stuart
IRS990/Form990PartVIISectionAGrp/PersonNm15Marilyn J Cargill
IRS990/Form990PartVIISectionAGrp/PersonNm16Partick J Laduc
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair & Chair Programs & Services Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary & Chair Corporate Governance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair Audit Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair Human Resources Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chair Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP & General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP Finance & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President of Financial Aid Services and Research
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President and CIO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt026759
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
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IRS990/IndoorTanningServicesInd00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The primary purpose of the fund is to solicit, receive, hold and manage securities, cash or other property received by bequest, devise, gift, purchase or loan. These assets are used primarily for scholarships and other financial assistance to benefit qualified individuals seeking a post secondary education.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt04639053
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026759
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026759
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0543580
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt040
IRS990/OtherRevenueTotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03966653
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04639053
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Scott Giles
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IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt05017568
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0122816
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0154446
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04985938
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05140384
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0128820
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020502
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05135413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05017568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05717797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05748308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05570313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027189399
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt093055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt069678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt077614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081428
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0405096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55553
IRS990ScheduleA/PublicSupportPY170Pct00.56856
IRS990ScheduleA/PublicSupportTotal170Amt015329590
IRS990ScheduleA/SubstantialContributorsTotAmt011859809
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05570313
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027189399
IRS990ScheduleA/TotalSupportAmt027594495
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0115295
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05295453
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0207764
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0663394
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04327815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0102756
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04724528
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0138413

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,508,182
Liabilities
$5,869,129
Net assets
$4,639,053
Revenue
$5,255,227
Expenses
$5,126,407
Net income
$128,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.6$10.9$13.8$17.5$16.8$0.69
2024Detailed filing. Detailed filing data is available for this year.$25.2$12.7$12.5$13.7$13.2$0.56
2023Detailed filing. Detailed filing data is available for this year.$21.5$11.4$10.0$10.5$9.95$0.51
2022Detailed filing. Detailed filing data is available for this year.$17.5$8.56$8.91$10.4$9.62$0.74
2021Detailed filing. Detailed filing data is available for this year.$18.1$8.34$9.73$7.93$7.49$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$8.19$7.94$7.06$6.00$1.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$7.77$6.53$5.62$5.44$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$6.18$6.05$5.40$4.97$0.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$6.48$5.39$6.33$5.69$0.64
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.3$6.61$4.73$6.08$5.98$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$5.43$4.75$6.52$5.68$0.84
2014Detailed filing. Detailed filing data is available for this year.$10.5$5.87$4.64$5.26$5.13$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$6.22$3.97$5.14$4.99$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.63$6.12$3.50$5.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$6.17$3.37$5.82